Many people believe they’re “bad with money” because they don’t like numbers. They say things like “I’m just not a numbers person” or “I don’t do money.” These statements often distract from what’s really going on.
That’s not the real problem.
The real issue is that most people have never been shown which numbers matter, or how knowing them can create confidence, clarity, and security in retirement. Often, the solution is simply to create a plan.
In this episode, I break down the few essential money numbers you must understand to stop guessing and start making confident financial decisions.
Wealth Inside and Out® Podcast: “4 Money Numbers You Must Know Before Retirement”
In this episode, you will learn:
>> (2:37) Insights to reduce anxiety & fear
>> (6:00) A big problem in retirement
>> (10:11) One of my favorite retirement solutions
>> (14:51) Net-worth and retirement readiness
The Reality of Money & Numbers
Money doesn’t need to be complicated, but it does need to be intentional. You should understand:
- How much you can safely spend
- Where your income will come from
- How long your money must last
- The risk your plan is exposed to
Then, everything changes. You’re no longer confused or anxious, clarity brings confidence and stability. Even if you’re not in the position you want to be in, you now can build a path to get there.
Why This Matters for Pre-Retirees and Retirees
If you’re within 10 years of retirement—or already retired—this is critical.
Without clarity around your numbers, you may:
- Hoard your money out of fear
- Overspend and ignore the long-term impact
- Rely too heavily on Social Security or market performance
- Feel anxious, nervous, or frustrated about what to do next
A solid roadmap transforms feelings of overwhelm into fuel for your journey towards a secure financial future you’ll love.
Conclusion – “4 Money Numbers You Must Know Before Retirement”
Money becomes far less stressful when you understand the numbers that matter. What you need is clarity around how much you can spend, where your income will come from, and how long your money will last.
When you have clarity, you make better decisions. You feel more confident. And you can enjoy your life and retirement without constantly worrying about money.
That’s what a solid financial plan provides: a clear path forward, confidence in your choices, and the freedom to spend your time doing what you love.
Enjoy the episode.
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Disclosure
The Millionaire Insider® copyrights all materials and intellectual property.
This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.
Always consult with a qualified professional before making any financial decisions or changes.
To your financially secure tomorrow,
Annette
